...
Click 'Select' and a drop down menu will appear. Select the appropriate address type.
XXX FROM???
Similarly, additional phone numbers and email addresses may be added depending on the contacts' requirements. This is done in the same way as adding an address.
...
| Anchor | ||||
|---|---|---|---|---|
|
Similar to the name section, the field in additional details will vary depending in the contact is an individual or a company.
For an individual the additional details section has the following fields:
For a company the additional details section has the following fields:
For a company the 'Key Contact' can be selected from an already existing contact or can be created at this time by clicking on the blue plus arrow beside this field. The 'New Contact' page will appear as a new browser tab. add explanations of stuff here
XXXX CUSTOM ???
Abbreviations
POA - Power of Attorney
ABN - Australian Business Number
TFN - Tax File Number
ACN - Australian Company Number